A Financial Planner leverages
the power of PAK Digital
to boost lead generation by 342%
Case Study
Financial Planner
The Challenge
An established Financial Adviser was struggling to generate new leads. The majority of new clients were referrals, which were inconsistent. The firm was looking to grow and increase their revenue, but also hire additional Financial Adviser's to support this; allowing the owner to free up time.
The Process
PAK Digital conducted in-depth competitor analysis, and a review of relevant advertising channels. This identified opportunities in the digital space, that would enable the Financial Advisory to achieve their objectives, whilst ensuring their spend on advertising wasn't excessive.
The Solution
Firstly, a brand positioning strategy was developed for differentiation in the market. This was applied to all collateral including digital and traditional. Further to this, additional strategies were deployed to build brand credibility and authority. Social media management, website optimisation, and a PR strategy were rolled out to optimise on free media, where available. Finally, a Google Ads campaign was included in the marketing mix to boost lead generation.
The Measurable Result
The brand and credibility based activities have increased the client's exposure in the market, and subsequently also assisted with industry-based award nominations. Additionally, the Google Ads campaign is generating ongoing and consistent new leads. Most importantly, the new leads are within the target audience. Over a 12-month period, The Financial Adviser has increased revenue by 40%; and increased lead generation by 342%. This is attributed to the brand positioning, PR and Google Ads. All campaign methods are at a low cost to the client, ensuring optimal returns.
